The EIN, last year's return, the next deadline, the key contacts, where the logins live — one continuity vault per client, kept current by them, with your firm granted access by email domain.
Estimates, sales tax, annual reports — each client's vault reminds them automatically, and their returns are a click away. Deadlines stay met, and the answer's already there when you need it.
When an owner dies, sells, or walks away, you skip the archaeology. You open one vault and it's all there and current: the EIN, the returns, the next deadline, the contacts, where the logins live.
A continuity offering clients pay for and stay for: proactive value that runs off a vault they keep current, without taking up your partners' hours.
Every client vault with a readiness meter and overdue / due-soon flags, so triage takes a glance.
Send clients to Keystead through your firm's referral link, and we credit it to your firm. (Ask us and we'll set yours up.)
They add their own details, or your firm can fill it in alongside them.
By email domain, standing view or editor access. You decide per client whether you're read-only or keep their filings current. With editor access, your firm can also hand a client's named successor full access the day it's needed. The handoff is a click. Every access change is logged with who made it.
Earn 25% of the first year and 10% of renewals on every client you send, with no promo code for your client to remember and no discount off your own fees.
Note: AICPA and many state boards restrict or require written disclosure of referral fees (especially for attest clients). Firms that can't accept one can simply recommend Keystead with no referral share. The tool still does the work, and there's nothing to disclose. We'll help you set up whichever fits your practice.
Client tax-return information should be entered or uploaded by the client themselves — or only with the client's prior written consent, which IRC §7216 generally requires before a preparer moves return information into a third-party service. Our AI return reader is switched off on every vault you set up for a client: their return text is never sent to our AI provider unless they turn it on themselves once the vault is theirs.
Keystead never stores passwords; the client decides whether to note a username. The client owns the vault (one your firm sets up for a client becomes theirs the moment they claim it). Every change is logged with who and when in an append-only record. It can't be quietly rewritten through the app, so there's always a trustworthy history of who touched what.
I built Keystead Vault from years of hands-on tax and accounting work inside a CPA firm: the returns, the January document chase, the EIN hunt. It's the tool I kept wishing existed. It scores 12 continuity checks per client automatically, across 14 sections of business detail, so "ready to hand off" is a number your clients can watch climb.
Are you a firm willing to pilot Keystead with a few clients? We're offering the first partner firms free access in exchange for feedback. Get in touch.
A 30-minute demo, or explore the live sample vault first (no signup, no client data).
Keystead